Halfway through 20 19, the real estate circle presents a scene of "ice and fire" Some mergers and acquisitions continue, and they buy soft hands; Others are "crying" for sale.

Judging from the "buy buy Buy" list, the team is relatively large, including many large housing enterprises such as Longhu, Shimao and Sunac; In the list of "selling", Jin Mao should be the most concerned. According to statistics, Jinmao transferred projects four times in half a month, involving projects in Beijing, Tianjin, Zhejiang and Changsha.

According to public information, on May 27th, Jinmao's subsidiary listed for sale 34% equity of Beijing Haoyuan Real Estate Co., Ltd. and 0/00% equity of Tianjin North Maoze Enterprise Management Co., Ltd.; On the evening of the same day, 49% equity of Zhejiang Project was transferred to COFCO and China Merchants Land; On June 3rd, Changsha Dingmao Real Estate Co., Ltd. 100% was listed; On June 12, 28.56% equity of Beijing Maofeng Real Estate Co., Ltd. was listed again.

For the problem of "selling" in a short period of time, Jin Mao denied that it was related to the capital chain. Jin Mao said: "This is not to say that there is too much money for us to take out. Is the future price of this land, the price of this land. Considering the profit margin, return time and other factors, it exceeded our authorized price, so we quit. "

Regarding Beijing's retreat, Li Congrui, executive director and CEO of Jinmao, bluntly said, "We didn't take a fancy to these two plots."

But, Phoenix. Com found that Jin Mao's project income was not good. As of April 30th, Beijing Haoyuan Real Estate, which was first listed, had zero operating income, a profit of-2,704,300 yuan and an owner's equity of-2,704,300 yuan. As of March 3 1 day, the newly listed Beijing Maofeng Real Estate had zero operating income, a profit of-1215,000 yuan and an owner's equity of16.74 million yuan.

In addition, according to the information disclosed by the Shanghai Stock Exchange in February, the amount of ABS financing plan of the special asset support plan for the North Tower of Changsha Jinmao Plaza is11630,000 yuan. Up to now, there is still no follow-up progress in the financing plan, and Jinmao announced the sale of the project 100% equity.

According to Jinmao's planned sales in 20 19 years 15 billion, and before entering the industry in the future15, these projects will definitely drag down Jinmao's performance.

According to Xue, a senior real estate expert, the expansion node is the main reason for their frequent selling of assets. "Jin Mao used to buy land to build a house, and now he wants to sell the money back."

"Land for land" may be the purpose of Golden Hair. After announcing his withdrawal from two cooperation projects in Beijing, Jin Mao immediately settled in Shantou-Guangzhou, with a total land acquisition of over 4 billion yuan, and pocketed two pieces of land located in Guangdong-Hong Kong-Macao Greater Bay Area.

Li Congrui revealed that Jinmao has spent about 30 billion yuan on land in the first half of the year, and plans to take 654.38+00 billion yuan in land for the whole year. If we want to achieve the goal of Jinmao's sales reaching 65.438+05 billion and entering the top 654.38+05 of the industry, land is undoubtedly the most favorable support.

So, how far is Jin Mao from this goal at present? According to public data, as of May 365,438+0, Jinmao has achieved a total contracted sales of 54.46 billion yuan, down 4.65,438+0% year-on-year, with a completion rate of 36.365,438+0%. According to incomplete statistics, Jinmao's sales in the first four months ranked 15, temporarily listed as 17.

In the fierce qualifying, Jin Mao needs to run faster if he wants to achieve his goal.